Trade and Transaction Operator

Job Description:

Functional Title: Analyst

Reporting line: Associate

Location: Bangalore

Basic Candidate Requirements

Educational qualification: Graduate / Post Graduate

No of years of experience: Analyst (0-2 years)

Area of Expertise: Banking / Finance Service Industry/Loan Servicing/US Mortgage

Communication skills: Excellent communication and interpersonal skills

Diversity: Male / Female

Flexibility: YES, required to work in other process based on business needs and any other shift timings excluding US hours

Client Interaction:Onsite Stake holders

Process Description

Trust & Agency Services (TAS) have over 1,500 clients ranging from multi-national corporations to banks and financial institutions, hedge funds, asset managers and supranational agencies around the world

TAS Ops support all types of transactions in the debt capital markets – from conventional to structured debt products, project finance, REITS and Islamic finance – and services for escrows, restructurings and exchanges, loan agency and document custody

Sub Process Description
• Identify correct document record by utilizing information like loan number, document date, borrower name and property address (Document Custody)
• Index and save mortgage documents
• Review Document in system for completeness and accuracy and flag exceptions
• Review data elements in system against printed data on image document.
• Verify required riders are present and presence of legal description when required.
• Confirm Notary license is not expired.
• Use process/workflow for tracking and processing work in progress.
• Deliver daily assigned productivity target by meeting the required quality score
• Must communicate with staff, leads, and managers to coordinate operational processing within agreed time frames
• Always adhere to KOP and KPI Guidelines

Candidate Skill Set

Mandatory Skills
• Good written & verbal English skills. Ability to converse clearly with internal staff via telephone and using written communication.
• Good typing speed with accuracy, MS Office (especially MS excel)
• Ability to provide high transaction productivity and high level of attention to detail.

Preferred Skills

Understanding of US Mortgage - Origination/Servicing

Familiarity of documents like Mortgage, Note, Assignment, and Title Policy would be an added advantage.

Basic knowledge of key elements of document review

Ability to work effectively on a team

Able to operate calmly and efficiently in a high volume, intense atmosphere that maintains a very low margin of error

How we'll support you
• Training and development to help you excel in your career
• Coaching and support from experts in your team
• A culture of continuous learning to aid progression
• A range of flexible benefits that you can tailor to suit your needs

About us and our teams

Please visit our company website for further information:

Our values define the working environment we strive to create – diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.

We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.

Click to find out more about our diversity and inclusion policy and initiatives